Dudley Leath

[Frank Wright @frankwrighter]

Decades of political decisions have replaced normal life with a crime scene.

[Nayib Bukele @nayibbukele]

It’s a very simple concept, really.

[Frank Wright @frankwrighter]

If you are weary of the horrors of the world you might enjoy this glimpse of beauty.
England lives.
https://t.co/p9lUNNJFr9

[Bravos Research @bravosresearch]

26/ Thanks for reading!

If you enjoyed this thread, please ❤️ and 🔁 the first tweet below

And follow @bravosresearch for more market insights, finance and investment strategies

https://t.co/3lRNXkGqG7

[Art Berman @aeberman12]

The global oil system has offset almost 90% of Hormuz barrels

17.5 mmb/d has been offset with bypass pipelines, reduced Chinese imports, increased US export, SPR releases & demand destruction

#Oil #Hormuz #EnergyMarkets #CrudeOil #DemandDestruction #EnergySecurity #Commodities

[AJ Inapi (Allan) @aj_inapi]

Back in 2018, I did 6 months at the ExxonMobil RUN upstream gas plant in Hela Province, Papua New Guinea.

I worked at the downstream LNG facility for years prior but was re-assigned to the site called Hides Gas Conditioning Plant (HGCP) for about 6 months.

This part of the country is known for tribal fights and serious violence. The site is protected by mobile squads and PNG defence forces apart from internal security teams.

And every single day or every second day, we would get news of a beheading, someone being chopped to death, groups of people massacred, etc.

Oftentimes you'd see locals with Bush knives in front of the facility threatening security guards or people working inside.

For many locals, this is normal news. For expats, overtime they got used to it but at first it was daunting.

Now, when President Trump says that illegal immigrants were dumped into America from mental institutions and jails from all over the world, people think its just political messaging.

They think he's trying to score political points.

THIS IS NOT POLITICAL MESSAGING. THIS IS THE REALITY IN MANY PARTS OF THE WORLD.

People don't care to take a life in private or public places. People's hands get chopped up. Knives get swung like crazy. Many of us in the developing world LIVE through it. We see it, some of us have been involved.

This is how people from developing countries operate. Not all are violent. Not all are bad people. But some parts of the respective countries and certain groups of people within those countries are KNOWN to be violent without remorse.

This is the REALITY!!!!

That is the reason why immigration in America or the West MUST involve proper vetting AT ALL COSTS.

Borders should be SECURED and enforcement must be in place.

Biden did a test run and it was so blatant that if President Trump did not win, what we're seeing in the UK now would have been 10x more worse in America within a short space of time.

Moral of the story is this....

If you want to sit out elections because you're not happy about one or two things or

You want to allow Democrats to take back power because you're not happy with President TRUMP because of the Iran conflict....

YOU WILL LIVE TO SEE WHAT THE UK IS EXPERIENCING.

[Joe Rogan Podcast News @joeroganhq]

0.39 seconds.

How is this even possible!?

[AJ Inapi (Allan) @aj_inapi]

If you want to understand the reasons behind what President Trump has been doing since 2025 at the border and in the Western Hemisphere, read this long post...

Start at the border.

Because the border is not a line on a map - it is the output valve of an entire Western Hemisphere system that includes Mexico, Colombia, Venezuela, Cuba, Panama, and the cartels that connect them all.

And what happens there doesn’t stay there.

It shows up in American wages, inflation, hospitals, crime stats, and labor markets years later.

THE FULL HEMISPHERE SYSTEM (NOT ISOLATED COUNTRIES)

This is not one country problem. It is a corridor system:

🇲🇽 Mexico - The Transit Superpower

Mexico is the central artery.

Roughly 90% of cocaine entering the U.S. transits through Mexico after originating in South America (DEA reporting)

It is also the primary manufacturing hub for synthetic drugs like fentanyl precursors and meth (DEA National Drug Threat Assessment)

Cartels operate as logistics corporations, not street gangs

So Mexico is not “the problem.”

Mexico is the distribution layer of a continental supply chain.

🇨🇴 Colombia - Production Engine

Colombia remains the primary source:

~80–90% of cocaine destined for the U.S. originates in Colombia (DEA-aligned estimates across reporting)

Production has remained structurally high despite eradication efforts

So Colombia functions as:

> the factory floor of the cocaine supply chain

🇻🇪 Venezuela - Collapse + Corridor Effect

Venezuela is not just migration pressure - it is state failure feeding instability outward.

Over 300,000+ annual crossings through the Darien Gap in peak years (2023–2024), majority Venezuelan migrants (~60–70%)

Millions displaced regionally across South America and the Caribbean over the broader crisis cycle

But the key point:

Venezuela acts as:

- migration pressure amplifier
- trafficking corridor (Caribbean + Atlantic routes)
- institutional vacuum where criminal networks expand

That's why the Maduro regime was the target apart from the election related issues.

🇨🇺 Cuba - Pressure Valve in the Caribbean

Cuba is not a mass trafficking hub like Mexico or Colombia, but it plays a different role:

- periodic migration surges into the U.S. system (especially Florida corridor)

- regional “escape pressure” increases when economic or political conditions tighten

- contributes to episodic spikes in Caribbean migration flow

Cuba functions as a release valve in the regional system, not a production node.

🇵🇦 Panama - The Chokepoint (Darién Gap)

Panama is where the system becomes visible.

Over 520,000 migrants crossed the Darién Gap in 2023, falling to ~300,000 in 2024 after enforcement changes and regional controls

~60–70% of flows in peak years were Venezuelan migrants

This is the funnel point:

> South America → Central America → Mexico → United States

When this spike rises, U.S. border pressure rises months later.

🇲🇽 + CARTELS - The Integration Layer

Cartels are the connective tissue.

According to DEA assessments:

They operate across drug trafficking, human smuggling, weapons flow, and money laundering networks

They increasingly coordinate with chemical suppliers in China and logistical partners across multiple countries

This is no longer fragmented crime.

It is multi-country logistics infrastructure operating outside state control.

WHAT THIS DOES INSIDE THE UNITED STATES

Now connect the external system to internal outcomes.

This is where most analysis breaks - but economists don’t break it here.

They track the inside effects:

1. Labor Market Pressure

Millions of migrants entering or being processed through asylum systems over multi-year cycles

Participation rate shifts depending on absorption capacity

Effect:

- wage compression at lower skill levels

- labor supply expansion in service sectors

- regional housing pressure

2. Inflation Transmission

This is the part most people miss.

External instability → internal price effects:

- energy volatility (global shipping + risk premiums)

- food logistics costs

- housing demand spikes in migration-heavy regions

- healthcare system burden (emergency + addiction response)

So inflation isn’t just “printing money.”

It is also:

> imported instability expressed through prices

3. Public Health Collapse Signal (Fentanyl Layer)

Over tens of thousands of annual overdose deaths in recent U.S. data cycles (70k–100k range depending on year)

DEA reports show record-level seizures of fentanyl in recent years (20,000+ lbs annually at peak enforcement periods)

This matters economically because economists track:

- labor force participation decline

- disability claims

- productivity loss

- healthcare expenditure growth

Drug flow is not just crime.

It is a labor market destruction mechanism.

4. Fiscal Strain

Every layer of the system increases cost:

- border enforcement

- asylum processing

- healthcare + emergency response

- incarceration and policing

- social services in high-pressure states

That shows up in:

> government spending-to-GDP trends

THE POLICY SHIFT (WHAT “ENFORCEMENT” ACTUALLY MEANS)

When you see stronger border enforcement, cartel designation, or Western Hemisphere pressure strategies, the underlying logic is:

1. Reduce inflow at the chokepoints

Mexico, Panama, Caribbean routes

2. Disrupt upstream production and transit

Colombia + Venezuela corridors

3. Force structural reduction in system pressure

cartels + trafficking networks

This is not “immigration policy.”

It is:

> an attempt to control the external inputs that determine domestic economic stability

HOW ECONOMISTS JUDGE WHETHER ANY OF THIS IS WORKING

They don’t look at speeches.

They look at:

- Border encounters (flow pressure)

- Fentanyl seizure trends (supply pressure indicator)

- Labor force participation (workforce health)

- Real wage growth (actual living standard)

- CPI inflation (cost transmission)

- Trade balance (dependency vs production)

Those numbers tell the truth long before politics does.

FINAL CONNECTED TRUTH

Mexico, Colombia, Venezuela, Cuba, Panama, and the cartels are not separate foreign policy issues.

They are one integrated system:

- Colombia produces

- Venezuela destabilizes and displaces

- Cuba adds episodic migration pressure

- Panama funnels movement north

- Mexico distributes

- Cartels coordinate logistics

- The U.S. border absorbs the output

And once it crosses the border, it becomes:

- inflation pressure

- wage distortion

- healthcare burden

- labor market shifts

- fiscal expansion

- housing pressure

THE CORE CONCLUSION

Foreign policy in the Western Hemisphere is no longer “external.”

It is the upstream control system of American domestic conditions.

So when policy changes at the border, in Mexico, in Venezuela, or in cartel enforcement, it is not isolated diplomacy.

It is a direct adjustment to:

> wages, inflation, labor supply, and the economic stability of the United States itself.

That's why I wrote Foreign Policy Is Survival ebook to help you to understand the bigger picture. Grab a copy now.

[Wolf of X @WolfofX]

On September 11, 2001, while much of the world stood frozen in fear and uncertainty, the small town of Gander quietly showed what humanity could look like at its best.

After U.S. airspace was shut down, 38 planes carrying nearly 7,000 stranded passengers were forced to land there almost without warning.

The town itself had only around 10,000 residents, yet people immediately opened schools, churches, community halls, and even their own homes to complete strangers.

They cooked meals, handed out clothes and medicine, comforted frightened travelers, and stayed beside people who had no idea when they would see their families again.

In the middle of one of the darkest moments in modern history, the people of Gander chose kindness over fear.

Many passengers never forgot it. Some returned years later to reunite with the locals who helped them

[BraVoCycles Newsletter @BraVoCycles]

There are more ETFs than US-listed stocks - that's ridiculous!

[Nayib Bukele @nayibbukele]

The next step is to go from being a safe country to becoming a true country of law and order.

[Tim Burchett @timburchett]

I usually don’t come on X to think, but here I am agreeing with my 2nd favorite Mormon in Congress.

[Martin A. Armstrong @ArmstrongEcon]

The Impossible Triangle

[Aaron Bennett @Aaronbennett]

Hey @IonicDigital

We’d all love regular updates on what’s going on.

The radio silence isn’t helpful or reassuring.

Thanks,
Celsius Victims

[Tony Heller 🇺🇸 🇯🇵 @TonyClimate]

Over the past four days the US government borrowed more than one billion dollars per hour. Rather than doing anything to solve any real problems, they virtue signal with bills which which will never make a noticeable dent in budget.

It is all deflection and blame

[Elon Musk @elonmusk]

Yes

[Thomas Massie @RepThomasMassie]

just a few of the things I strongly support:

✅The SAVE Act
✅National Constitutional Carry
✅Warrants for Americans for FISA
✅Reduce Spending
✅Convict Epstein Coconspirators
✅Healthy Food and Farm Freedom
✅Abolish the Federal Reserve
✅Border Security
✅Stop Fraud

[Lauren Boebert @laurenboebert]

The same “GOP” senators who voted to keep giving welfare to noncitizens are now opposing passage of the SAVE America Act via standing filibuster.

DO YOU GET IT!?

[JB Slear @JB_Slear]

Now we see the RINO's

[Rupert Lowe MP @RupertLowe10]

I absolutely detest how our country has been allowed to overflow with rubbish. The countryside filled with plastic. It is everywhere. Every roadside, caked with filth. We shouldn’t accept it as normal. It is not normal. It is vile. Clearly there needs to be a central clean up effort, but actually? The key message is this.

PUT YOUR RUBBISH IN A BIN.

People need to take responsibility. It’s disgusting.